+44.4%
BLK vs AMIX
-99.9%
+144.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -2.7% | +1.6% | -4.2% | -2.7% |
| 30D | -4.8% | -50.8% | +46.0% | -4.6% |
| 3M | +6.5% | -46.3% | +52.7% | +6.4% |
| 6M | +13.1% | -49.9% | +63.0% | +13.0% |
| YTD | +1.8% | -60.4% | +62.2% | +1.8% |
| 1Y | -1.0% | -81.7% | +80.7% | -0.4% |
| All | +44.4% | -99.9% | +144.2% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling